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Unique Wealth Strategies’s Royal Caribbean RCL Stock Holding History

Unique Wealth Strategies’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-169
Closed -$23.5K – 565
2024
Q2 		$23.5K Buy
+169
New +$24.3K 0.01% 266
2024
Q1 		– Sell
-6,790
Closed -$879K – 206
2023
Q4 		$879K Buy
+6,790
New +$692K 0.59% 52

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Unique Wealth Strategies's RCL Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Royal Caribbean (RCL) in Q3 2024, closing a stake of 169 shares — an estimated $23.5K sold.

Unique Wealth Strategies first reported a position in RCL in Q4 2023 and held it in 2 quarters. The position peaked at $879K in Q4 2023. 948 funds tracked by Wall St. Rank hold RCL as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Royal Caribbean position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 169 Royal Caribbean shares in Q3 2024, an estimated $23.5K.
  • Unique Wealth Strategies first reported a position in Royal Caribbean in Q4 2023 and held it in 2 quarters.
  • Unique Wealth Strategies's Royal Caribbean position peaked at $879K in Q4 2023.
  • 948 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.